Tax Specialist (Temporary 8 months)

Union Bancaire Privée seeks a Tax Specialist for an 8-month fixed-term role in Geneva. The position focuses on validating tax statements across international jurisdictions within the Fiscal Reporting team.

This position sits within the Fiscal Reporting team of the Client Documentation and Tax Services Department. The specialist is responsible for ensuring the accuracy and compliance of tax documentation for a global client base.

Responsibilities

• Examine and verify tax statements covering more than 20 international jurisdictions.
• Confirm that all statements align with the specific tax regulations of each relevant country.
• Coordinate with external vendors to guarantee data quality and precision prior to final statement generation.
• Detect and resolve any data anomalies or inconsistencies.
• Respond to questions and requests from the Front Office concerning tax documentation.
• Oversee the ordering of tax documents, liaising with both internal departments and external partners.
• Collaborate with Operations, IT, and Front Office teams to streamline tax workflows.
• Take part in cross-functional initiatives aimed at process enhancement or strategic goals.
• Support auxiliary projects related to tax data management, information systems, and operational procedures.
• Keep abreast of regulatory updates in all covered tax jurisdictions.
• Update and maintain checklists, procedural guides, and other team documentation.

Requirements

• At least four years of professional experience in banking or tax services.
• Deep understanding of financial instruments, including equities, bonds, structured products, and derivatives (both listed and OTC).
• Advanced proficiency in Microsoft Office applications.
• Fluency in both French and English.
• A proactive approach with strong problem-solving capabilities.
• High attention to detail and logical reasoning to spot discrepancies quickly.
• Ability to analyze complex datasets and identify irregularities.
• Strong communication skills for interacting with Front Office staff and clients.
• Experience collaborating with multidisciplinary groups such as IT and Operations.
• Capacity to handle multiple projects simultaneously while meeting deadlines.

Nice to have

• Knowledge of European income and capital gains taxation.
• Fluency in German, Italian, Spanish, or Portuguese.

About the company

The company provides a dynamic and stimulating work environment that encourages professional growth. It emphasizes core values such as dedication, conviction, agility, and responsibility, with a strict focus on regulatory compliance and adherence to internal directives.

• Opportunity for professional development in a fast-paced setting.
• Commitment to core values: Dedication, Conviction, Agility, and Responsibility.
• Strong emphasis on regulatory compliance and internal governance.